Uptown Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$940K Hold
7,049
0.81% 23
2025
Q1
$909K Hold
7,049
0.93% 22
2024
Q4
$899K Buy
+7,049
New +$899K 0.97% 21